Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities. Positive, upbeat customer service rep brings more than 20 years of customer-facing experience in fast-paced settings. Highly adaptable to addressing diverse customer needs. Proven history of building trust with customers to promote satisfaction, resolve concerns and maintain long-term loyalty.
The First Impressions team is responsible for client first impressions – be it in person or over the phone. You will provide practice information, answer and direct calls appropriately, and provide administrative support to our team of providers and staff.
Answer telephone calls in a timely and pleasant manner
Screens and forwards phone calls to the appropriate extension
Provide relevant practice information accurately in-person and over the phone or email.
Sends out new client link to potential clients.
Checks clients in and out: Ensures practice documentation forms are signed by the client and immediately stored in their chart for both psychological evaluation and counseling clients.
Collects client payments.
Updates insurance or demographic information in client charts
Verbally confirms next appointment.
Pulls daily charts and/or reports for the psychological evaluation team at least 24 hours prior to the appointment.
Creates paper chart if applicable or notifies provider if final reports are not completed.
Notifies Insurance department of any missing Good Faith Estimates
Listens to and returns client voicemails.
Other clerical duties include scanning, copying, faxing and filing.